All Contacts

The All Contacts view is your main contact list — a table where you can search, filter, edit, and export contacts.

Opening All Contacts

1. Go to Contacts in the left sidebar.
2. Click All under the Contacts menu.

You'll see a table listing every contact stored in your workspace.

Page elements

• Top bar:
  • Search: Search contacts by name, email, or phone.
  • Filters: Open the Quick Filter drawer to apply temporary filters.
  • Segment Selector: Apply a saved segment to the table (e.g. "High value customers").
  • Live Toggle: Turn on Live mode to auto-refresh contacts every few seconds.
  • Columns (Contact Fields): Choose which custom fields to display as columns.
• Table:
  • Rows represent contacts.
  • Columns include:
    • Select – Checkbox to select contacts for bulk actions
    • Name – Contact name with avatar and color
    • Email – Editable inline
    • Phone – Editable inline
    • Created At – When the contact was created (shown as "x time ago")
    • Last Interaction – Time since the last message, with a hover preview of the last message
    • Campaign Opt-in – Toggle to control whether the contact can be used in campaigns
    • Custom Fields – Any extra contact fields you've chosen to show (editable)
    • Conversation Fields – Read-only columns that summarize conversation-level custom fields
    • Actions – Button to open the contact editor

Searching and filtering

• Search bar:
  • Type a name, email, phone, or keyword.
  • The list updates after a short delay to show matching contacts.
• Quick Filter drawer:
  • Click Filters to open the drawer.
  • Add one or more filter conditions (for example: label, created date, custom field value).
  • Choose whether all conditions must match (AND) or any can match (OR).
  • Apply the filter to narrow the contacts list instantly.
• Segments:
  • Use the Segment dropdown to apply a saved segment.
  • When you select a segment:
    • The banner above the table shows how many contacts match and which segment is active.
    • Manual filters and quick filters clear so the data matches the segment definition.

Live mode

• Turn Live on to:
  • Auto-refresh the contacts list every few seconds.
  • Keep the table in sync with incoming conversations and new contacts.
• Turn Live off to:
  • Stop auto-refresh and work on a stable snapshot of data.

Editing contacts inline

You can update some fields directly inside the table:

• Email and Phone:
  • Click the value to start editing.
  • Type the new value and press Enter or click away to save.
• Contact custom fields:
  • For text/URL/phone/email fields – type directly.
  • For number fields – type a numeric value.
  • For select and multi-select fields – choose from the dropdown options.
  • For date fields – pick a date from the date input.
• Campaign Opt-in:
  • Use the switch to enable or disable campaign opt-in for that contact.

Cloodot saves changes automatically.

Viewing contact details

• Click any contact row to open the Contact Details drawer.
• In the drawer you can:
  • See full profile information (name, email, phone, image).
  • Review recent conversations and custom fields.
  • Make deeper edits depending on your workspace settings.

Bulk actions and deletion

• Use the checkboxes on the left to select one or more contacts.
• When contacts are selected:
  • An action bar appears at the bottom with the number of selected contacts.
  • Click Delete to remove the selected contacts.
  • A confirmation dialog explains:
    • How many contacts have conversations.
    • How many have no conversations.
  • Confirm deletion to remove the selected contacts.

Note: Deleting a contact is permanent. Be careful when deleting contacts that have conversation history.

Pagination

• The table shows a fixed number of contacts per page (e.g. 10 per page).
• Use the Previous / Next buttons or page numbers at the bottom to navigate.
• The footer row shows the total number of contacts found.

Exporting contacts as CSV

To export contacts to a CSV file for use in other tools:

1. Narrow the list with search, segments, or filters (optional).
2. Click Download CSV in the page header.
3. Configure the export:
   • Number of Contacts: Choose how many contacts to include (within the allowed range).
   • Sort By: Choose Last Interaction or Created Date.
   • Additional Data:
     • Include labels from recent sessions.
     • Include custom fields from recent sessions (if any exist).
4. Confirm to start the download.

Your browser downloads a CSV file named with the current date.